Based in Georgia and Florida, Chris Quintana is a financial strategist and estate planner renowned for her innovative financial planning and alternative investment strategies. With a focus on empowering women in financial literacy, Quintana is a trusted advisor committed to her clients' success. Listen to this insightful RIA episode with Chris Quintana about how to find financial freedom. Here is what to expect on this week’s show: - How the financial system and the government are rigged against the people. - Why the 45-year retirement plan using the stock market is flawed. - How people need ..read more

Bartlett President, Wealth Advisor, and Principal Holly Mazzocca serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every Bartlett client. Holly also serves as a wealth advisor. Her areas of focus include multi-generational families and women in transition. Holly lends her expertise on several committees that reflect key areas of specialty, and is a leading voice on Bartlett’s Environmental, Social ..read more

Unlocking Precious Metals Secrets – The RIA Podcast with Seth Greene Episode 148 Dana Samuelson Dana Samuelson is the President of American Gold Exchange and has 43 years in the industry. He enjoys an impeccable national reputation for honesty and integrity with his peers and his clients. He has flawlessly overseen transactions approaching $2 billion and he’s looking forward to his next $2 billion. A professional numismatist since 1980, Dana worked for some of the most influential precious metals trading companies in the nation before founding AGE in 1998. For nearly a decade he was a person ..read more

From Equity Analyst to Personal CFO – The RIA Podcast with Seth Greene Episode 147 Jon Ekoniak Jon Ekoniak’s professional career blends across a range of investment and financial experience. He understands firsthand the financial challenges and opportunities that executives face and is very astute at helping to simplify complex financial issues to generate long-term financial success. Prior to joining Bordeaux Wealth Advisors, Jon served in various executive roles in Silicon Valley and Denver. He served as an equity analyst at Robertson Stephens and Piper Jaffray where he conducted in-depth r ..read more

As CEO and Co-Founder of GYL Financial Synergies, Gerry Goldberg provides the vision required to move the firm forward, and the leadership necessary to deliver on GYL’s core promise: to be a firm with a conscience that puts client’s interests first. In addition to his primary role as CEO, he provides wealth advisory services to a variety of clientele, including corporations, municipalities, self-insurance funds, non-profit organizations, and high-net-worth private clients. A believer in taking a process-driven approach to asset management, Gerry emphasizes advice covering investment policy, a ..read more

Aaron White is a Principal at Adero with over 17 years of experience in pre-liquidity planning, wealth transfer, private investments, and tax strategy. As Adero’s Chief Growth Officer, Aaron focuses on business development, strategic partnerships, marketing, and supporting our advisor team. Before joining Adero in 2009, Aaron worked as a business valuation and litigation consultant for a regional accounting firm. He provided business and stock option (409A) valuation services for early-stage companies and forensic financial analysis for expert testimony. Aaron graduated Summa Cum Laude with ..read more

Gustavo Couto has made a transformative impact in the Brazilian community by personally assisting more than 1000 of the Brazillionaires® Agency’s clients in creating their own living benefits, safe accumulation, and lifetime income retirement strategy plans. Gustavo and his co-founder wife’s visionary leadership led to the inception and growth of this large, dynamic agency which today has more than 500 agents, more than 20,000 clients and more than $33 million in commissions. Graduating with a Bachelor of Science in Computer Science from Federal University of Para in Brazil in 1998, Gustavo al ..read more

With 15+ years in marketing, growth, and investment, David Doss has led teams and managed budgets over seven figures in tech, media, finance, and alternative assets. He holds a summa cum laude BA from UC Berkeley, an MA as a Fulbright Scholar, and an MBA in strategy and innovation. His expertise spans non-profits, startups, and corporate giants like Saks 5th Avenue and Citi. With six-plus years in blockchain, he chairs CKC.Studio (blockchain growth studio) and manages CKC.Fund(digital asset fund advisor). David also serves on ChainBLX's board, fostering Davos-centric corporate events and devel ..read more

Charlotte Dunford is a graduate of The Georgia Institute of Technology where she earned her B.S. in Business with a focus on business analytics and technology. Charlotte, along with her business Partners, currently sponsors the repositioning of 24 value-add and turnaround mobile home parks. Listen to this insightful RIA episode with Charlotte Dunford about maximizing investor returns in mobile home parks. Here is what to expect on this week’s show: - How mobile park homes have high-cap rate deals with less competition than multifamily properties. - Why investing in mobile parks can help addre ..read more

Jeffrey Gill, the founder of Peak Mutual, embarked on his financial industry journey in 2001 and found an immediate fit. Intrigued by the complexities of the industry and the immense potential it held to help others achieve their financial goals, Jeff soon became a prominent figure in his field. In 2019, he decided to shift his focus towards enabling others to accumulate wealth using the strategies and methods he had mastered over his years in the industry. His passion for his work is palpable, and his greatest joy lies in witnessing the financial success of others and helping them avoid comm ..read more